Lee Financial
DFIC icon

Lee Financial’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Lee Financial’s Portfolio DFIC Stock Details DFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$573K Buy
15,242
+3
+0% +$115 0.07% 101
2026
Q2 		$568K Buy
+15,239
New +$572K 0.07% 107
2024
Q1 		– Sell
-433
Closed -$11.1K – 324
2023
Q4 		$11.1K Hold
433
– – ﹤0.01% 409
2023
Q3 		$10.1K Hold
433
– – ﹤0.01% 409
2023
Q2 		$10.5K Buy
433
+18
+4% +$438 ﹤0.01% 400
2023
Q1 		$10K Buy
+415
New +$9.9K ﹤0.01% 417

Other funds holding DFIC

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
JMG Financial Group
JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Greenspring Advisors
Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
RW Investment Management
RW Investment Management Eagle, Idaho $1.13B AUM
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Lee Financial's DFIC Position: Q3 2026 in Review

Lee Financial increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 0.02% in Q3 2026, buying an estimated $115 and bringing the position to 15,242 shares worth $573K. The position accounts for 0.07% of the portfolio, ranked #101.

Lee Financial first reported a position in DFIC in Q1 2023 and has held it in 6 quarters since. 470 funds tracked by Wall St. Rank hold DFIC as of Q3 2026.

  • Lee Financial held 15,242 shares of Dimensional International Core Equity 2 ETF worth $573K as of Q3 2026.
  • Lee Financial bought 3 Dimensional International Core Equity 2 ETF shares in Q3 2026, an estimated $115.
  • Dimensional International Core Equity 2 ETF made up 0.07% of Lee Financial's portfolio in Q3 2026, its #101 holding.
  • Lee Financial first reported a position in Dimensional International Core Equity 2 ETF in Q1 2023 and has held it in 6 quarters since.
  • 470 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q3 2026.

Based on Lee Financial's 13F filing for Q3 2026, filed 16 Oct 2026.